James H. Lowell II

Adviser Investments provides discretionary investment management services using an active asset allocation approach. For their core investment strategies, the firm's primary investment objective is to build diversified portfolios of mutual funds and ETFs that provide a balanced approach to investing in the stock, bond and alternative markets, given the individual investor’s long-term and short-term risk tolerance and return objectives. For their tactical investment strategies, Adviser Investments' objective is to reduce portfolio volatility by limiting exposure to market downturns by trading into less volatile assets such cash and bond funds. The firm's tactical models use computer models and algorithms developed by their portfolio strategists to guide trading in these strategies.

Lowell Blake & Associates, Inc. operates as a investment management company. It provides advice by assisting individuals, nonprofits and foundations in the management of their assets and liabilities, all for a modest fee. The company was founded in 1974 and is headquartered in Boston, MA.

Adviser Investment Acquisition Co. seeks to build diversified portfolios of mutual funds and ETFs that will provide a balanced approach to investing in the stock, bond and alternative markets, when applicable, given the individual investor's long-term and short term risk tolerance and return objectives.